About the position
Graduate: Financial Planner Assistant Degree done and dusted, now you're ready to thrive in wealth management? Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply Please note: This position is for 2026. Our team is currently on a well-deserved break over the holiday season, we will review all applications as soon as we return. Rest assured, we'll get back to you promptly once operations resume. Thank you for your patience and understanding, we wish you a joyful festive season!
Hyde Park, Johannesburg
Market-related
You're organised, methodical and thrive on accuracy. You follow a structured approach to work and don't let pressure rattle your focus. Clear communication is your strong suit, whether over the phone, in writing or in person. You're self-motivated, eager to learn and comfortable collaborating in a team environment. If delivering high-quality service and building lasting client relationships is your thing, this could be the perfect start to your career.
You'll be the key support for experienced financial planners, ensuring seamless service across client interactions and investment administration. From scheduling client reviews and preparing meeting packs to responding to queries and maintaining accurate records, your role will be central to the client experience. You'll process investment applications, withdrawals and switches, track instructions, and liaise with product providers for required documentation. With compliance top of mind, you'll maintain FICA/KYC records and assist in internal audits. You'll also manage workflows, stay on top of deadlines, and provide planners with regular updates.
You'll be joining a respected financial planning firm with a well-established presence in the wealth management sector. With a reputation for professionalism, integrity and client-centric service, this business operates in a collaborative, mature environment where learning is valued and development is encouraged. Their team is made up of experienced professionals who are passionate about long-term client relationships and personalised financial strategies.
A completed degree in Finance, Investment Management or Financial Planning is essential. Relevant experience is advantageous but not essential, your desire to learn and grow in financial planning is what will set you apart. You need strong computer literacy in MS Office, and fluency in both English and Afrikaans are essential. The role is fully office based so ideally you reside in the northern suburbs of Johannesburg.
You'll enjoy a market-related starting salary, the opportunity to grow your career within a specialist financial services firm, and the chance to work in a collaborative and professional environment that values both excellence and continuous learning.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Financial Planning
Desired Work Experience:
- Less than 1 year
Desired Qualification Level:
- Degree
